Capital Needs. The grid and infrastructure needs more capital, the companies that are building the projects need to bolster their balance sheets so that bonding in in place and they can handle the procurement for the scale of the projects they sign up and they need to buy these material well ahead of time. Development platforms need the capital to move projects forward and you know that many of them wish they had bought modules ahead of the 232 announcement. You know what everyone needs to bring more capital to the table? Certainty in the ecosystem working as expected and more years of the rules to be existing or better. What is your capital strategy if you were to focus on scaling your business? From private equity to debt and public markets, you have choices available.
Some News. You may or may not have seen some career updates from me but you can catch it on my LinkedIn here. You can also now subscribe to Wakeup Premium and get one of the seats in this ecosystem we’ve built over the past 14 years. By joining premium Wakeup, a small group of you will be able to shape the discussion that the solar industry is hearing. In the meantime the first premium content will be a quick hit discussion from my desk to yours, a memo style view of what I am seeing as if I was in your board room.
- Utility Dive: The US infrastructure buildout needs more than capital
- Bloomberg: Australian Homes Lead the World on Home-Battery Installation Thanks to Subsidies
- Axios: Exclusive: Startup gets cash for “massive” grid solution
- Reuters: SMA Solar backlog leaps on energy storage demand, lifting shares
- Solar Builder: Noon Energy signs ultra-LDES agreement for Sabanci AI infrastructure
- Solar Power World: Kinematics expands solar tracker repowering services by acquiring RenuTrak
- Energy Storage News: FEOC regulations reshape US BESS financing as compliance becomes capital allocation issue
- PV-Magazine: Energy storage moves toward next-gen lithium cells as price volatility drives interest in alternatives
Opinion
Best, Yann